Category Archives: Employees

How to Archive data (make items non-current)

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How does making items non-current help you

Simple, fewer pieces of information to load means you will have a faster system.

Screens such as the searches, timesheet entries, invoices, and some reports all load with the current data that is available in the system, so it’s pretty straightforward to think that making items non-current will give you a quicker response for all these pages.

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Managing changes to your subscription

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From September 1st 2017 we are changing the way we manage adjustments to your Abtrac subscription.

We’re moving to a more automated licensing system, leaving you in control of your licensed employees and your monthly licence fees.

AdjustSubscriptions_2NZ

When you make a change to your employees (or add-on modules) you’ll now be asked to confirm this change – and acknowledge any resultant change to your subscription fees. Read on for more details on what’s involved in the new system, and how it may affect your current AbtracOnLine subscription.

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Using Home page widgets

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From Friday Aug 25th, 2017 there will be an update to Abtrac involving a noticeable change to the home page.

Your current home page will change from this

 To this

We have introduced a small number of dashboard items as “widgets” which you can control for each user group in your office. This is in response to several requests for more dashboard-like features.

Read on for a discussion of each of the new Home page widgets, and details on how to control them from Administration > Employees > User groups and Privileges.

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Employee Charge Rates: Specific Rates

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Employee Charge Rates in Abtrac can be as simple or as flexible as required.

It’s possible to enter unique charge rates for specific clients, jobs, projects, tasks, stages or activities. These unique rates will override the default charge rate for the specified employees (or in the case of activities the rates will apply for all employees)

Here’s how to ensure you have the right charge rates in the right location for your billing requirements.

There’s a bit of a hierarchy as to which rate is applied when, read on for details.

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Scaled Cost Rates

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If you are using AbtracOnLine reports for KPI’s it’s possible to balance the reporting of employees working overtime by looking at scaled cost rates.

Scaled cost rates spread an employee cost across their actual hours worked, as opposed to cost rates which work with the required hours for the period.

2071_scaledcostrate

The following reports in Abtrac include an option for scaled cost rates:

  • Invoice Listing
  • Invoices vs Time and Disbursements by Project
  • Fees & Cost by Employee, Client & Project

Scaled Cost Rates are a modified version of the cost rate. They effectively scale back the cost rate across an excessive number of hours to those specified in an employees required units per timesheet.

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Tips for using multiple Offices

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From System Management in Abtrac your business details can include information for multiple branches/offices.

These Offices or Branches can also be applied to each employee, job or project and carried through to invoicing and analysis.
You can then run reports by office – comparing performance and profitability between branches and managing workflow.

It’s also useful when you have one tax entity but different physical addresses, and different invoicing and accounting requirements between locations.

There’s also an option to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned.

When using multiple offices in Abtrac there are a few things to bear in mind.
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Managing access by Employee office

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It’s possible to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned.

We recommend that if you are interested in using this feature that you satisfy yourself that all relevant data in Abtrac has an office assigned.

If you’ve been using multiple offices for some time this shouldn’t be an issue, but if you are new to multiple offices or otherwise wary of data inaccuracies then the Abtrac support team are available for consulting and if required to run scripts against your data to ensure accuracy and a smooth transition.

The process is slightly difference for each version of Abtrac.

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Bulk Edit Timesheets

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This screen is useful when you need to update timesheet details in bulk, it eliminates the need to open and edit individual users timesheets .

This timesheets maintenance screen is most typically used in the following situations:

  • Updating Employee rates
  • Editing Stage/Task or Activities that have been incorrectly assigned
  • Changing the job code an employee is assigning time to
  • To check if/when timesheets have been billed and
  • To check which invoice the WIP has been assigned
  • To obtain data not available in performance reports for specific employees, in particular to view timesheet data for employees who are no longer current.

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Teams or Departments, Which should I use?

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In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main difference is…

  • A Team is assigned to an Office, and as such can be filtered in reports by office.
  • A Department is a stand-alone group that both employees and projects from multiple offices can belong to.

Both groups can be created and maintained from the Administration screens.

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